BetaFeatures and data are not guaranteed while we are in beta. Do not rely on it as your system of record yet. Beta terms
Private beta · for CPAs & EAs
Every client's tax facts in one place, and a planning memo drafted for your review.
Add a client. Drop in last year's return, W-2s, 1099s, K-1s, and closing statements; Dfensible reads them into a tax profile you check. Then draft a planning memo from those facts: opportunities with estimate ranges and their basis, risks an examiner would test, questions for the client, next steps. You edit, mark reviewed, print.
Your clients, your records
Clients need no account and no app. A name is enough to start; facts come from the documents you already have.
Documents become facts
Prior-year returns, W-2s, 1099s, K-1s, closing statements — read into a per-year profile you review. Nothing is filed anywhere.
Memos you review, not write from scratch
A draft from the client's actual figures, across the whole picture: wages, deferrals, 1099 and K-1 income, rentals and depreciation, carryforwards, entity questions.
Judgment calls stay yours
The software never asserts a status or an election. Material participation, for example, is yours to confirm, dated and on the record.
Nestworthy connection, when it helps
If a client manages their properties and wealth on Nestworthy, they can connect it in one tap and you see their live numbers, read-only and logged. Optional, never required.
Built on infrastructure that already holds real portfolios
Encrypted at rest, signature-verified integrations, published security and retention policies, public status page. Same standards, same platform.